IPBS/E-Banking

The IPBS/E-Banking software product facilitates the continuous online requirements needed for high net worth clients. Investment and financial advisors also gain a more robust online view of an entity’s cash and investment asset positions. This flexible offering is ideal for managing affluent individuals from a cash and portfolio view.

System Deliverables

Advantages

Standard currency and account visibility

24/7 online access

Windows tree architecture details transaction activities

SSL forms authentication view

Full suite of transaction accounting analysis

Customizable interface

Runs portfolio summary positions incorporating cost and market values

Designed for rapid deployment

Drill down functionality of the asset class and transaction activities

Establishes credibility and service levels with bank and client

Ability to sync up add-on web service information feeds including real time market prices, forex rates and corporate information

Multi-lingual user selectable interface

Multi-entity user selection via single log-in

Standard online secure transactions

Snapshot analysis with in-depth reporting capability

Integrates with front to back office systems for timely reporting and real-time synchronization